+213.8%
SCHC price history and return analytics
+417.3%
-203.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | +1.6% | +1.0% | +0.6% | +0.6% |
| 30D | +1.4% | -0.2% | +1.7% | +1.7% |
| 3M | +5.9% | +4.5% | +1.4% | +1.5% |
| 6M | +6.6% | +14.1% | -7.5% | -6.0% |
| YTD | +13.1% | +14.8% | -1.6% | -0.8% |
| 1Y | +18.4% | +21.2% | -2.8% | -1.6% |
| 3Y | +71.2% | +76.6% | -5.3% | -1.6% |
| 5Y | +37.5% | +66.6% | -29.1% | -16.4% |
| 10Y | +117.4% | +222.3% | -104.9% | -31.0% |
| All | +213.8% | +417.3% | -203.5% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling